If the company in question cancels DoD contracts in order to keep doing business with Anthropic, in response to a supply chain risk designation, resolves Yes, and vice versa. If a company keeps doing business with both, or cuts ties with both, resolves 50%. As of question close date.

Contracts cancelled should be > 50% of dollar value of total contracts; they must be announced as cancellations, with some sort of accelerated wind-down, not merely a decision not to renew or not to enter new contracts.